# Pocket Archive

> Pocket Archive is a private document archive for personal records such as receipts, warranties, contracts, and tax documents. It reads uploaded PDFs and photos with text recognition, extracts details like dates, vendors, and totals, and lets you find any document by search or by asking a question. Every answer cites the original page it came from.

Pocket Archive reads the receipts, warranties, and tax records you keep. Find any of them from a rough memory, and see the original page behind every answer.

## Key facts

- Available on the web at https://www.pocketarchive.io.
- Add your documents: Upload PDFs and photos, forward email attachments, or ask your AI agent to file them.
- Pocket Archive reads them: Text recognition makes every page searchable and pulls out dates, vendors, and totals for you to review.
- Find them from memory: Search for what you remember or ask a question. Every result opens the original page.
- Encrypted storage: Documents are encrypted in transit and at rest.
- Review before relying: AI answers and extracted details link to the page they came from.
- Your structure stays editable: Suggestions never replace your judgment.
- Agents only with your approval: Every AI agent connection is scoped, expires, and can be revoked.
- No selling, no ad targeting: We do not sell personal information or share it for advertising.
- Take it with you: Export your documents and their details from Settings.
- AI agents: Pocket Archive is a remote MCP server at https://api.pocketarchive.io/mcp. Claude, ChatGPT, Codex, Cursor, and other MCP apps can connect with OAuth sign-in, with read-only or read-and-change access that the user approves and can revoke.
- Not a legal, tax, or accounting service. Extracted details and AI answers should be checked against the original documents.
- Made by XIA TECHNOLOGIES LTD., 42 Warrington Way, Markham, Ontario L6C0B8, Canada. Support: support@pocketarchive.io.

## Pricing

- Free: no charge.
  - Text recognition: 20 pages / month
  - Archive AI: 30 questions / month
  - Storage: 100 MB total
  - AI agent access: Included
  - Cloud library: Included
- Plus: US$4.99 per month · CA$6.99 in Canada, or US$49.99 per year · CA$69.99 in Canada.
  - Text recognition: 150 pages / month
  - Archive AI: 200 questions / month
  - Storage: 2 GB total
  - AI agent access: Included
  - Cloud library: Included

## Product

- [Home](https://www.pocketarchive.io/): What Pocket Archive does and how it works.
- [Product](https://www.pocketarchive.io/product): Receipt line items, bank statement reconciliation, source-cited answers, and semantic search.
- [Pricing](https://www.pocketarchive.io/pricing): Free and Plus plans compared.
- [AI agents](https://www.pocketarchive.io/ai-agents): Pocket Archive now works as an MCP server. Connect Claude, ChatGPT, Codex, Cursor, or another MCP app, and your agent can search, upload, organize, and follow up on your documents with the access you approve.
- [Receipt & Invoice Financial Insights](https://www.pocketarchive.io/spending-insights): Understand financial amounts documented in receipts, invoices, statements, and other records. Review totals over time, tag breakdowns, recurring counterparty patterns, coverage gaps, and supporting files.
- [Smart Document Collections](https://www.pocketarchive.io/document-collections): Gather related records into smart document collections with editable rules, visible suggestions, explicit approval, collection-scoped questions, and export.
- [Bank Statement Organizer & Receipt Matching](https://www.pocketarchive.io/bank-statement-reconciliation): Upload bank or credit-card statements, extract transaction rows, and review likely matches to receipts and invoices already in your private archive—without connecting a bank account.

## Use cases

- [Receipt & warranty organizer](https://www.pocketarchive.io/receipt-warranty-organizer): Upload receipts and warranty files, review extracted purchase details and line items, search by product or purchase, and verify every answer in the originals.
- [Contract organizer](https://www.pocketarchive.io/contract-organizer): Organize leases, service agreements, and consulting contracts. Find renewal dates, notice periods, and payment terms, inspect cited sources, and review the original wording.
- [Tax document organizer](https://www.pocketarchive.io/tax-document-organizer): Organize income slips, donation receipts, mileage logs, and expense records. Find likely details, inspect cited sources, and review every original.

## FAQ

- **Can I search scanned receipts?** Yes. Text recognition can make supported scans searchable, and you can review the original image or PDF.
- **Can Pocket Archive extract individual receipt items?** Supported receipts may surface item descriptions, quantities, unit prices, amounts, and categories. Extraction can be incomplete or inaccurate, so review or edit each item against the original receipt.
- **Can I keep a receipt and warranty together?** You can tag related files consistently and retrieve them from the same search. The original files remain separate and reviewable.
- **Which contracts can I organize?** You can upload supported files such as leases, service agreements, and consulting contracts that belong in your private archive.
- **Does Pocket Archive provide legal advice?** No. It is an organization and retrieval tool. Review the original agreement and consult a qualified professional when legal advice is needed.
- **Can I rely on extracted contract terms?** Treat extracted details and AI answers as retrieval aids. They may be incomplete or inaccurate, so verify important wording in the original file.
- **Which tax documents can I organize?** You can upload supported personal records such as income slips, donation receipts, mileage logs, and expense receipts that belong in your private archive.
- **Does Pocket Archive provide tax advice?** No. Pocket Archive helps organize and retrieve documents. Review the original records and consult a qualified professional for tax advice.
- **Can I rely on extracted amounts and dates?** Treat extracted details and AI answers as retrieval aids. They may be incomplete or inaccurate, so verify important information in the original file.
- **Does Pocket Archive track every purchase?** No. Financial insights cover only owned documents with the usable fields required for the selected view. Coverage gaps remain visible for review.
- **Does it connect to my bank or cards?** No. Pocket Archive works from documents you upload. It does not synchronize bank accounts, credit cards, or cash balances.
- **Can I use these totals for accounting or taxes?** Pocket Archive can help organize and retrieve supporting records, but it does not provide accounting or tax advice. Verify important amounts in the originals and consult a qualified professional when needed.
- **Why might a document be excluded?** A record may be excluded when a required amount, currency, transaction direction, or current extraction needs review.
- **Does Archive AI automatically include files?** No. Likely matches remain suggestions until you include or exclude them. The proposed collection rule is also editable before confirmation.
- **How are collection matches selected?** Matches are evaluated against the collection’s topic, document type, tags, dates, and other stored rule criteria. A likely match is still a suggestion, not a final decision.
- **Can a collection tell me what is missing?** It can show review work within the current archive, but it cannot know about unscanned files, external requirements, or records you have not uploaded.
- **Which documents does Archive AI use for a collection question?** Collection questions are scoped to included documents. Suggested and excluded records stay outside that answer set.
- **Does Pocket Archive connect to my bank?** No. Pocket Archive works only from statement documents you upload. It does not connect to bank accounts, credit cards, or live balances.
- **How are statement transactions matched to documents?** Pocket Archive compares available transaction details—such as amount, date, and merchant—with eligible receipts and invoices already in your archive.
- **Are suggested matches automatically accepted?** No. Suggested matches remain reviewable. Confirm or reject them before relying on the connection, and open both source documents when the evidence matters.
- **What happens when a receipt is missing?** The transaction remains unmatched. Pocket Archive cannot recover a receipt or invoice that was never added to your archive.
- **Which AI apps can connect?** Any app that supports remote MCP servers over Streamable HTTP with browser sign-in (OAuth). That includes current versions of Claude, Claude Code, ChatGPT in developer mode, Codex, and Cursor. Apps that only run local MCP servers need an adapter.
- **Does agent access cost extra?** No. It's included on every plan, including Free. Uploads still count toward your plan's text recognition and storage limits.
- **Can my agent delete documents?** Only if you allow changes. Deleted documents go to trash and can be restored. Deleting a collection removes the group but keeps its documents.
- **Why can't my agent upload a file?** Uploading needs an agent that can send files from your device. If yours can't, upload on the web. Your agent can work with the document once it's processed.
- **Do I need the skill?** No. MCP works on its own. The skill adds guidance that helps agents avoid common mistakes, like stopping at the first page of results.
- **How do I disconnect an agent?** Open Connected apps in Settings and select Revoke access. You can reconnect any time.

## Optional

- [Privacy Policy](https://www.pocketarchive.io/privacy): What data is collected and how it is used.
- [Terms of Service](https://www.pocketarchive.io/terms): Terms for using Pocket Archive.
- [Contact](https://www.pocketarchive.io/contact): Account, privacy, billing, and product questions.